Pocket HRMS
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Expense

The Expense section deals with various expenses-related information.

Introduction

This page explains the 'Expense' section under the menu of the Pocket HRMS app.

This page will cover an in-detail guide on the 'Expense' section as follows:

  • Finance Approval
  • Request
  • Finance Report
  • Approval
  • My Expense Report
  • My Team Report

Pre-requisites:

App credentials
User rights

Finance Approval

This page enables you to approve the expenses submitted by your employees. You also have the option to approve or reject the requests in bulk. You can also filter the requests using the 'Filter' icon.

Request

This page enables you to request the expenses for the claim. After entering the details, you can tap on the 'Add Expenses' button to upload the invoices and then tap on the 'Submit' button to submit the request.

Finance Report

This page enables you to view and download the finance reports. You can use the filter icon at the bottom right corner to filter the view.

Approval

This page enables you to view the approved requests from your superior. You can also use the filter icon to filter the view.

My Expense Report

This page enables you to view and download the various expense reports of yours. You can use the filter icon at the bottom right corner to filter the view.

My Team Report

This page enables you to view the various expense reports of your team. You can use the filter icon to filter the view.
Note: If you face any technical issues with the app, kindly contact us at [email protected].
Last modified 1yr ago